Avior Wealth Management’s Zacks Earnings Consistent Portfolio ETF ZECP Stock Holding History

Avior Wealth Management’s Portfolio ZECP Stock Details ZECP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-786	Closed	-$23.9K	–	2388
2024 Q4	$23.9K	Sell	786 -2,718	-78%	-$84.9K	﹤0.01%	1371
2024 Q3	$108K	Buy	3,504 +75	+2%	+$2.23K	﹤0.01%	867
2024 Q2	$98.9K	Sell	3,429 -100	-3%	-$2.8K	﹤0.01%	865
2024 Q1	$99.2K	Sell	3,529 -7,321	-67%	-$198K	﹤0.01%	968
2023 Q4	$283K	Sell	10,850 -67,309	-86%	-$1.68M	0.02%	463
2023 Q3	$1.88M	Buy	78,159 +13,841	+22%	+$346K	0.13%	129
2023 Q2	$1.61M	Buy	64,318 +17,370	+37%	+$418K	0.1%	142
2023 Q1	$1.11M	Buy	+46,948	New	+$1.09M	0.08%	183

Other funds holding ZECP

Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

Avior Wealth Management's ZECP Position: Q1 2025 in Review

Avior Wealth Management sold out of Zacks Earnings Consistent Portfolio ETF (ZECP) in Q1 2025, closing a stake of 786 shares — an estimated $23.9K sold.

Avior Wealth Management first reported a position in ZECP in Q1 2023 and held it in 8 quarters. The position peaked at $1.88M in Q3 2023. 42 funds tracked by Wall St. Rank hold ZECP as of Q1 2025.

Avior Wealth Management reported no remaining Zacks Earnings Consistent Portfolio ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 786 Zacks Earnings Consistent Portfolio ETF shares in Q1 2025, an estimated $23.9K.
Avior Wealth Management first reported a position in Zacks Earnings Consistent Portfolio ETF in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's Zacks Earnings Consistent Portfolio ETF position peaked at $1.88M in Q3 2023.
42 funds tracked by Wall St. Rank held Zacks Earnings Consistent Portfolio ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.